James Russell is a CFP-designated registered investment advisor, based in Stuart, FL, with 23 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
800 SE Monterey Commons Blvd., Suite 102, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells fixed insurance products to clients through Rehmann Insurance Group, dedicating about a quarter of his time. He also works full-time as a financial advisor for Rehmann Capital Advisory Group and as a registered representative for Rehmann Financial Network LLC, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
Rehmann Wealth
Previous Registrations
Rehmann Financial Network, LLCBroker
Royal Alliance Associates, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Financial Network Investment CorporationBroker
Triad Advisors, INC.Broker
Mutual Service CorporationBroker
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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